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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,272 | $67,602-81.8% | $82,312-85.1% | $70,126-82.5% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 10.66% | 21.57%-10.9pp | 25.88%-15.2pp | 73.15%-62.5pp |
| Employer contribution / active EE | $841 | $1,755-52.1% | $2,428-65.4% | $2,343-64.1% |
| Participant deferral / active EE | $1,100 | $2,987-63.2% | $3,706-70.3% | $3,332-67.0% |
| Admin fee / account holder | $6,106 | $4,512+35.3% | $5,608+8.9% | $4,645+31.4% |